DISCLAIMER: All mentioned features on this page may not be applicable to your institution, please reach out to (email@example.com) for more information on what features are enabled for your use.
Once you are a member of a loan team, you will have access to any loans created by the loan team owner going forward.
Confirm Loan Teams I am on
1. Click your initials on the pipeline screen.
2. Select Account from the drop-down option.
3. Click Loan Team.
4. You can view all teams that you are on under the Loan Teams I’m on section.
Note: If you would like to be added or removed from a loan team, you will have to request the team owner to add or remove you from their loan team.
Note: This change will not be retroactive and will not assign you any current or past loans.
Resource: Assign individual loans